Qore by Uptiq helps equipment lenders and lessors review business financials, organize equipment documents, check credit policy and prepare approval packages, alongside the origination systems your team already uses.
Equipment financing · EF-2048 · 2 commercial trucks
| Borrower and equipment documents | Status |
|---|---|
| Vendor quote · 2 commercial trucks | Received |
| 2025 business financials | Source linked |
| Borrower debt schedule | Received |
| Equipment valuation | Review required |
| Guarantor liquidity | Verification outstanding |
Illustrative equipment finance workspace · sample borrower data, not a live application
Vendor quotes, equipment descriptions, borrower financials and guarantor information arrive separately, and credit needs to know what is missing.
Analysts re-key business financials and debt schedules into spreadsheets before they can assess an equipment loan or lease.
Sales, underwriting and operations need one view of policy exceptions, proposed conditions and who can approve the deal.
See how much faster an equipment request reaches credit, on one of your own deals.
Your existing systems keep handling contracts, booking, funding and servicing. Qore does the document and credit work behind each financing request.
Organize the review file, extract document data and keep sources available for validation.
Lending-specific financial analysis and draft recommendations grounded in the borrower file.
Your knowledge base, role-based access and recorded AI activity, with human approval kept.
| Capability | Email and spreadsheets | Qore |
|---|---|---|
| Organizes vendor quotes, financials and debt schedules in one file | Manual | |
| Extracts document data with a source reference on every value | Manual | |
| Spreads business financials for equipment underwriting | Manual | |
| Checks requests against your equipment and credit policy | Manual | |
| Role-based access for people and agents | ||
| Every AI action recorded for review |
Compare it against how your team underwrites an equipment request today, on one real deal.
One platform for the document and credit-analysis work behind a financing request. Your existing systems continue to handle contracts, booking and servicing.
Bring together the vendor quote, equipment description, borrower financials and debt schedule. Document extraction keeps source references so your team can validate the file.
Extract income-statement and balance-sheet data into a reviewable spread. Proposed adjustments and source citations stay visible before you assess the request.
Use cash-flow and leverage analysis to assess the request. Equipment details are organized for your reviewer; valuation, useful life and residual assumptions stay with your institution's assessment.
Policy questions are answered from your own requirements for borrower risk, equipment eligibility, guarantors and approval authority, with the relevant reference shown.
Draft the credit rationale with source-backed financials, equipment information and proposed conditions. Authorized staff approve; documentation, funding and servicing continue in your existing systems.
Illustrative workspace · sample borrower data and policy
Spot missing borrower and vendor information before the request goes to underwriting.
Review business financials, equipment evidence and credit policy in one connected workflow.
Inspect the rationale, exceptions and proposed conditions before approving a deal.
Receive a reviewed credit package ready for your documentation, booking and funding process.
Tell us which team you want to start with. We will show you their part of the workflow.
Qore brings role-based access, audited queries, team token budgets and your private credit-policy knowledge base to lending work. Your institution sets the review requirements and keeps decision responsibility.
Yes. Qore sits alongside your existing origination systems rather than replacing contracting, booking or servicing. We will map how your documents, policy and review handoffs fit your systems on the call.
Document AI, financial spreading, cash-flow analysis, a private policy knowledge base, role-based access, audited queries and team token budgets for equipment financing credit workflows.
No. Qore does not provide a lease pricing engine, automated asset valuation, residual forecasting or ASC 842 / IFRS 16 accounting. Your specialist processes and existing systems stay responsible for those.
Your authorized credit reviewers keep approval responsibility. Qore prepares the analysis, surfaces exceptions and organizes the evidence behind their decision.
Most teams start with one workflow. A single agent typically goes live in 5 business days, and a multi-agent suite in around 30 days.
Bring a recent equipment loan or lease request. We'll show you the document review, the spread, the policy checks and the credit package on your files.
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Bring a recent equipment loan or lease request. We'll show you the document review, the spread, the policy checks and the credit package on your files.
A 30-minute conversation with our lending team. No prep needed, and we never share your details.